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We help individuals and families work toward achieving their ideal retirements.

Make It Last – Ep 159 – The Great Resignation

January 15, 2022

Listen Here! This week on Make It Last, Victor and Mark discuss why people are retiring early due to the pandemic. They’ll also be talking about the advantages and disadvantages between personal retirement funds and pension plans. What are required distributions? What do they mean? Why do we even care about required minimum distributions? Find…

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Five Fact Friday – January 14, 2022

January 14, 2022

This week we’ve got a double whammy for you all! Tech? Legal? BOTH?! We’ll be talking about how to pass on your data to loved ones with the new iPhone digital legacy feature. We’ll also be paying tribute to a true legend, Betty White! Her top 20 best moments are linked below! Five Fact Friday…

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Make It Last – Ep 158 – New Year. New Goals.

January 8, 2022

Listen Here! This week on Make It Last Victor gives advice on how to set healthy retirement goals, as well as how to achieve them. He’ll also give you an inside look on what the new client process is like. Finally, Mark and Victor wrap up the show with a conversation about health v.s. wealth, as well…

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Office Updates in Regards to COVID-19: Delta & Omicron

January 4, 2022

Due to rising COVID-19 cases, our office has will continue to put the safety of our clients and team members above all else. Meetings can and will be done virtually when possible. While the past two years have been an adjustment, our team has been able to successfully navigate the tumultuous challenges COVID-19 has presented in…

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Make It Last – Ep 157 – The 401k Marathon

December 18, 2021

Listen Here! This week on Make It Last Victor & Mark talk about to do with your 401k when you make a job change. Victor breaks down all of the options available to you as you sprint to the end. They will also dive into what tools you need your retirement tool kit, and all of…

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Bloopers from 2021!

December 17, 2021

Sometimes it’s hard to get these videos in one take… Check out some of my funny outtakes from this year!   Five Fact Friday is every other week. Subscribe so you never miss one!

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Make It Last – Ep 156 – “X” Marks the Spot!

December 11, 2021

Listen Here! The show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect. Then, Baby Boomers are often the talk of this show. But what should Generation X be doing to prepare for retirement? Finally, the show wraps up with a little segment…

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Five Fact Friday – December 10, 2021

December 10, 2021

https://youtu.be/eukdjbZlLl4  This week we’re talking about the many ways to pass property on to children. There are many options to consider, along with the legal and tax implications that go along with them….   We’ll also be talking about how melatonin may not be the answer to all of your sleeping problems.   Reading: https://bit.ly/3xSwxOf…

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Make It Last – Ep 155 – Rockin’ Around the (Money) Tree

December 4, 2021

Listen Here! This week on Make It Last, Mark and Victor will be discussing two crucial pieces of advice you need to know for holiday shopping, as well as the challenges the economy is facing and how they will affect you this holiday season. They’ll also be discussing the psychology of money, both as a…

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Five Fact Friday – November 26, 2021

November 26, 2021

This week we’re sharing some shopping secrets that will help you snag great deals before sales end or supplies run out on Cyber Monday. We’ll also be sharing some helpful tips on how to navigate uncomfortable conversations you may have with your aging parents about wills and powers of attorney. Five Fact Friday is every other…

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Make It Last – Ep 154 – The Insurance World

November 20, 2021

Listen Here! This week on Make It Last, Victor breaks down the process he uses with clients to ease their worries about their income in retirement. Then, he and Mark go on to discuss the insurance world, and how it can benefit retirees. Finally, they’ll wrap things up with a game of “Inflation Trivia!” Click…

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Make It Last Radio – Ep 153 – Inflation: The Archenemy of Retirement Planning

November 13, 2021

Listen Here! This week on Make It Last Mark and Victor will be talking about what the client experience is like at MLG, and why estate plans aren’t just for the wealthy. Why you might have less than when you started retirement, and why you should be worried about retiring on a fixed income. How…

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